Client Services & Relationship Specialist

PowerToFly; Ridgeland (MS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Job summary

PowerToFly seeks a Client Service Associate in Ridgeland, Mississippi to modernize client experiences by delivering high-quality service. In this role, you will cultivate client relationships, assist with account management, and support Financial Advisors in their daily operations.

The ideal candidate will have a high school diploma, strong client service skills, and a willingness to pursue industry certifications. Competitive benefits and a supportive workplace are part of this opportunity.

Qualifications

• High School Diploma/Equivalency required; College degree preferred.
• Experience in the finance industry is a plus.
• Willingness to obtain Series 7, Series 66, Series 63, and Series 65.

Responsibilities

• Cultivate client relationships through communication.
• Assist with the onboarding and management of client accounts.
• Support Financial Advisors in daily business practices.

Skills

Client service skills

Strong computer skills

Interpersonal skills

Detail oriented

Organizational skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

PowerToFly seeks a Client Service Associate in Ridgeland, Mississippi to modernize client experiences by delivering high-quality service. In this role, you will cultivate client relationships, assist with account management, and support Financial Advisors in their daily operations.

The ideal candidate will have a high school diploma, strong client service skills, and a willingness to pursue industry certifications. Competitive benefits and a supportive workplace are part of this opportunity.